Project Management Software Development company in Pune, Best Online CRM Software Service Provider in Pune

Project Management Software Development company in Pune, Best Online Project Management Software Service Provider in Pune

Companies across Pune are embracing SaleFundaa Project Management to drive business transformation through the best project management tools. Developed by Dial n Search where the specifics benefits can be identified for each customer based on their implementation, some of key benefits as seen by SalesFundaa CRM users are a list of necessary & rare combination outputs to make every implementation a success.

Key Modules of Project Management in Pune

ORGANIZATION MANAGEMENT

Bulk Import & Export
Send Bulk Email & SMS
Communication History
Reminder & Appoinment
Bulk Assign
Multiple Branches

CONTACT MANAGEMENT

Contact
Bulk Import & Export
Send Bulk Email & SMS
Auto Birthday & Anniversary wishes
Reminder & Appoinment

ENQUIRY MANAGEMENT

Enquiry
Communication history
Track stages of enquiry & lost reasons
Reminder & Appoinment
Aging Report

QUOTATION MANAGEMENT

Seamlessly generates price quote
Link quotes to organizations & contacts
Convert quotation to invoice
Download or send in PDF format
Track stage & customized design
Aging Report

PROFORMA INVOICE

Proforma Invoice
Convert to Tax Invoice, Sales Order & Chalan
Status

TAX INVOICE MANAGEMENT

GST inbuilt
Generate Invoice
Get Overdue Alerts
Download or send in PDF format
Track stage & customize design

SALES ORDER MANAGEMENT

Convert invoice to sales order
Download or send in PDF format
Track stage & customize design

DELIVERY CHALLAN

Generate Delivery Challan
Challan Status
Assign dispatcher name, shipping address, product details, mode of delivery, terms & conditions

WORK ORDER MANAGEMENT

Create New Work Order
View Work Order List
Edit/Delete Work Order
Work Order Status

PURCHASE MANAGEMENT

Indent
Vendor Classification
Vendor History
Purchase Order
Purchase Bill

ASSETS MANAGEMENT

Asset List
Asset in Warranty with Service Record
Asset in Maintenance with Service Record
Asset Insurance Record
Asset History
Valuation

PAYROLL MANAGEMENT

Attendance Tracking
Leaves Management
Income Tax & Deductions
Allowance & Expense
Generate Pay Slip

TASK MANAGEMENT

Manage Multiple Tasks
Assign Tasks
Task Deadlines
Better Task Outcomes
Reminder

ACCOUNTS MANAGEMENT

GST Return
Debit & Credit Note
Manage Expenses
Cash Book & Price Book

EMPLOYEE MANAGEMENT

Offer Letter, Appointment Letter, Appraisal Letter & Termination Letter
Add a New Employee
Manage Employee List
Manage Employee Group
Manage Employee Shift

COMPLAINT MANAGEMENT

Complaint Status
Communication history with customer
Customer portal login
Customer can open & close complaint
FAQ
Complaint Assign & Visit

PROJECT MANAGEMENT

Manage Multiple Projects
Better Project Outcomes
Manage Project Deadlines
Request Approve Stock
Task
Expense
Work Order, Invoice, and Delivery Challan

DOCUMENT MANAGEMENT

Document Library
50 GB Storage Limit
User-defined Access Control

INVENTORY

Inward
Outward
Inventory transfer
GRN
Inventory Status
Multi Inventory Location

CUSTOMER PORTAL

Separate customer panel to open complaint & view his invoices, quotes, enquiry, complaints, contacts, meetings and upcoming & expiring services

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